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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
526
First Personal Financial Services
North Carolina
$311K +$270K +18,904 +1,692%
NFG
527
Next Financial Group
Texas
$302K +$105K +7,358 +61%
CF
528
CenterStar Fund
Illinois
$301K
CCM
529
Compton Capital Management
Rhode Island
$300K +$149K +10,418 +95%
GWM
530
Geneos Wealth Management
Colorado
$298K -$15.4K -1,078 -5%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$295K -$28.8K -2,021 -10%
BFS
532
Bradley Foster & Sargent
Connecticut
$293K +$257 +18 +0.1%
ID
533
Integral Derivatives
New York
$293K +$269K +18,886 New
HIM
534
Hillsdale Investment Management
Ontario, Canada
$289K -$114K -8,000 -30%
FWM
535
Focused Wealth Management
New York
$288K
TL
536
Tirschwell & Loewy
New York
$287K -$49.9K -3,500 -16%
SOAMC
537
Spirit of America Management Corp
New York
$287K +$107K +7,500 +68%
TCOT
538
Trust Company of Toledo
Ohio
$286K -$14K -984 -5%
First Manhattan
539
First Manhattan
New York
$285K
CWA
540
Cypress Wealth Advisors
California
$279K +$12.6K +885 +5%
AF
541
Allworth Financial
California
$276K -$18.2K -1,277 -7%
BBHC
542
Brown Brothers Harriman & Co
New York
$270K +$14.3K +1,000 +6%
OAM
543
Occidental Asset Management
California
$266K +$17.2K +1,203 +8%
Marshall Wace
544
Marshall Wace
United Kingdom
$266K +$244K +17,114 New
RB
545
Rodgers Brothers
Pennsylvania
$255K +$23K +1,613 +11%
GLRA
546
Gerald L. Ray & Associates
Texas
$254K -$18.5K -1,300 -7%
DWM
547
Destination Wealth Management
California
$254K +$51.6K +3,617 +28%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$252K
AW
549
Alpha Windward
Massachusetts
$251K +$174K +12,192 +308%
TC
550
TradeLink Capital
Illinois
$251K +$230K +16,147 New